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      How to Sync Chart of Accounts with NetSuite SuiteApp

      Learn how to integrate your NetSuite SuiteApp Chart of Accounts with Precoro to maintain consistent financial data across both systems.

      TABLE OF CONTENTS

      How to Export Chart of Accounts from NetSuite

      Overview and Requirements

      You can find the chart of accounts list in NetSuite in the Setup → Accounting → Chart of Accounts section. 

      Before you get started, please pay attention to the following points:

      • Accounts are exported from NetSuite as Custom Fields for Items and can only be used at the item level in Precoro.
      • If multiple integrations are configured, records will be exported based on the subsidiary’s availability rule. An account will only be exported to the Precoro company if it is available to the subsidiary with which it is integrated.
      • Every child record must be integrated with its parent record. If you integrate a record without selecting its parent, all related parent records will be integrated automatically. If there are multiple levels, the entire chain of parent records will be included. This ensures that your data in Precoro stays complete and consistent with NetSuite.

      You can export the Chart of Accounts to Precoro in several ways:

      Option 1: Mass Export

      💡 Please note: Only accounts available for integrated subsidiaries will appear on the Chart of Accounts Export page.

      To export accounts in bulk:

      1. Go to NetSuite → Precoro → Configuration → Integrations. Step 1
      2. Navigate to the Export Lists tab.
      3. Click Export next to “Accounts”. Step 2
      4. Select the required accounts or click Mark All to select all on the current page. If you switch pages, selections will be reset, so each page must be exported separately.
      5. Click Export. It may take up to 15 seconds for the accounts to appear in Precoro. Step 3
      6. Repeat the process for other pages if necessary.

      Option 2: Single Record Export

      To export a specific account:

      1. Go to NetSuite → Lists → Accounting → Accounts. Single Export
      2. Edit an existing account or create a new one. Edit
      3. Enable the Sync to Precoro checkbox.
      4. Click Save. It may take up to 15 seconds for the account to appear in Precoro.  Enable

      Option 3: Enable Sync by Default

      To enable automatic syncing for all newly created accounts:

      1. Go to NetSuite → Precoro → Configuration → Integrations. Step 1
      2. Navigate to the Global Settings tab.
      3. In the “Sync New Records by Default” section, check the Accounts box.
      4. In the pop-up window, click OK to confirm the synchronization. Confirmation

      💡 Please note: You can manually uncheck the “Sync to Precoro” checkbox when creating a new account. In this case, the account will not be synced with Precoro.

      How the Updates Work

      Updates to the integrated accounts from NetSuite to Precoro occur in real time as soon as changes are saved in NetSuite.

      For the update to occur, the “Sync to Precoro” checkbox must be enabled for the corresponding Chart of Account.

      Chart of Accounts Types That Can Be Integrated with Precoro

      By default, Precoro supports the following chart of accounts types:

      1. Expenses
      2. Other Expenses
      3. Fixed Assets
      4. Other Assets
      5. Other Current Assets
      6. Cost of Goods Sold

      Integrated Fields and Their Synchronization Method

      The integration uses one-way synchronization. Therefore:

      • Changes in NetSuite are reflected in Precoro
      • Changes in Precoro are not reflected in NetSuite

      Account Field in NetSuite 

      Account Field in Precoro

      Notes

      Name

      Name

      		  

      Number

      Code

      The “Use Account Numbers” feature must be enabled in NetSuite.

      Sync-1

      Character Limits for Accounts Fields in NetSuite

      NetSuite enforces the following character limits:

      • Name: 60 characters
      • Account Number: 60 characters

      Precoro Settings for Imported Accounts

      After successful export, the Chart of Accounts becomes a Custom Field for Items in Precoro with the following settings:

      • Marked as Required for item selection (in Basic Settings).
      • Available to select in all enabled modules in your Precoro company.

      FAQs

      What if an account has multiple subsidiaries?

      The account can be exported if any of the account's assigned subsidiaries is integrated with Precoro.

      How do I add a new account?

      You can create a new account in NetSuite and enable the "Sync to Precoro" checkbox.

      You cannot edit the integrated account list (integrated custom fields for items) in Precoro.

      How do I remove or deactivate an account?

      If you deactivate or remove the account from Precoro, no changes will be reflected in NetSuite. Thus, you should manually deactivate or remove the account in NetSuite by clicking the "Edit" button. Once done, the account will be automatically removed or deactivated in Precoro.

      Can I rename the Custom Field for Items in Precoro?

      Yes, you can rename the Custom Field for Items in Precoro to any name you prefer. This change will not affect the Account list name in NetSuite or disrupt the integration in any way.